Have You Reviewed Your Life Insurance Policy Lately?

Properly managed life insurance can be a necessary and powerful part of many estate, financial and business plans. Our experience is that too many life insurance portfolios go unmanaged for too long and become unsustainable before death or prematurely cancelled. Lower than expected policy performance and ever increasing internal costs can create unfavorable future results. A comprehensive life insurance review can help provide solutions while options still exist.

Why review your life insurance portfolio?

Confirm that your policies will last as long as you do and at what cost

Determine if premium and expense reductions are available

Consider selling any unnecessary policies

Resolve any policy performance issues before it is too late to fix

Assess any major life events, such as marriage, birth of a child, new job, divorce, etc. that could require the need for insurance and tax wise ownership adjustments

Examine business transitions (value, new business partner, buy-sell, etc.) to assure your objectives are being accomplished

Kelleher & Buckley, LLC works with experienced and knowledgeable insurance consultants who can provide you with a complimentary life insurance portfolio review. A review can help ensure that you have cost-efficient and appropriate coverage to meet your specific needs.

Contact Andrew Kelleher, David Buckley, Bob Holland or Linda Fine, or one of our 20+ attorneys at (847) 382-9130.

Thinking of selling your business? Now may be a good time.

September 15, 2018

Selling a business is one of the most important financial decisions in a business owner's lifetime. Given many baby boomers' desire to retire and sell their businesses, as well as the current low interest rates making buyers' access to financing relatively inexpensive, now may be "the time" for business owners to sell and "get their price".

The information on this website is not legal advice and does not create an attorney-client relationship. The information on this website is for general purposes only and should not be interpreted to indicate a certain result will occur in your specific legal situation.

Areas We Serve

Bringing the expertise and quality of a full service law firm in downtown Chicago to the northwestern suburbs of Illinois.